2024-05-15T15:13:27-05:00 2023-06-30 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2022-07-01 941156256 KATHERINE DELMAR BURKE SCHOOL KATH 4157510177 7070 CALIFORNIA STREET SAN FRANCISCO CA 94121 PATRICIA NEVILLE DIR OF FINANCE & OPERATIONS 4157510177 2024-05-15 1 PATRICIA NEVILLE 999009999 0 MAGA E KISRIEV P01008919 4089988400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICIA NEVILLE 7070 CALIFORNIA STREET SAN FRANCISCO CA 94121 23250731 0 X WWW.BURKES.ORG X 1945 CA EDUCATIONAL SERVICES FOR GIRLS AND YOUNG WOMEN. 28 26 148 200 0 0 3039017 3346402 16709495 17447499 1568478 1191804 -126843 -69016 21190147 21916689 2915479 3093335 0 0 11339017 11543660 0 0 1321046 7256709 7304765 21511205 21941760 -321058 -25071 73701974 75693360 21940394 22559762 51761580 53133598 TO EDUCATE, ENCOURAGE AND EMPOWER GIRLS. OUR SCHOOL COMBINES ACADEMIC EXCELLENCE WITH AN APPRECIATION FOR CHILDHOOD SO THAT STUDENTS THRIVE AS LEARNERS, DEVELOP A STRONG SENSE OF SELF, CONTRIBUTE TO COMMUNITY, AND FULFILL THEIR POTENTIAL, NOW AND THROUGHOUT LIFE. 0 0 17044083 3093335 17447499 EDUCATIONAL SERVICES FOR GIRLS AND YOUNG WOMEN IN KINDERGARTEN THROUGH EIGHTH GRADE. CURRENTLY, ENROLLED IN THE SCHOOL, GRADES KINDERGARTEN THROUGH EIGHTH, IS 402 STUDENTS. 17044083 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 74 0 1 148 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 26 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X PATRICIA NEVILLE 4157510177 7070 CALIFORNIA STREET SAN FRANCISCO CA 94121 SCOTT JORDON PRESIDENT 10.00 X X 0 0 0 LEITH BROOKS BARRY VICE PRESIDENT 10.00 X X 0 0 0 CLARA ABECASSIS SECRETARY 10.00 X X 0 0 0 GABE SONTOS TREASUER 10.00 X X 0 0 0 OWEN DEHOFF TRUSTEE 5.00 X 0 0 0 CLAUDINE EMEOTT TRUSTEE 5.00 X 0 0 0 VICKY PRADHAN TRUSTEE 5.00 X 0 0 0 JAMES FRANZONE TRUSTEE 5.00 X 0 0 0 JOHANNA CALABRIA TRUSTEE 5.00 X 0 0 0 MUHAMMED NADHIRI TRUSTEE 5.00 X 0 0 0 RACHEL SKIFFER TRUSTEE 5.00 X 0 0 0 YVO SMIT TRUSTEE 5.00 X 0 0 0 STEPHANIE WITHERS TRUSTEE 5.00 X 0 0 0 MAX BOYER GLYNN TRUSTEE 5.00 X 0 0 0 RAHUL CHANDARANA TRUSTEE 5.00 X 0 0 0 ROBERTO D'ERIZANS TRUSTEE 5.00 X 0 0 0 LISA FARMER TRUSTEE 5.00 X 0 0 0 KIMBERLY FULLERTON TRUSTEE 5.00 X 0 0 0 BENICIA GANTNER TRUSTEE 5.00 X 0 0 0 JAMES GUTIERREZ TRUSTEE 5.00 X 0 0 0 MELISSA MA TRUSTEE 5.00 X 0 0 0 STAR MOORE TRUSTEE 5.00 X 0 0 0 MUHAMMED NADHIRI TRUSTEE 5.00 X 0 0 0 DAWN ROSENBERG TRUSTEE 5.00 X 0 0 0 TOD SACERDOTI TRUSTEE 5.00 X 0 0 0 ABRAHAM MARTINEZ TRUSTEE 5.00 X 0 0 0 EZRA PERLMAN TRUSTEE 5.00 X 0 0 0 JUNE KITAGAWA SAKAMOTO TRUSTEE 5.00 X 0 0 0 MICHELE WILLIAMS HEAD OF SCHOOL 40.00 X 624664 0 35942 PATRICIA NEVILLE DIRECTOR OF FINANCE & OPERATIONS 40.00 X 234790 0 24341 ALICE MOORE DIRECTOR OF LOWER SCHOOL 40.00 X 229500 0 26127 YUKIKO MEADOWS DIRECTOR OF ADVANCEMENT 40.00 X 204000 0 21975 SHEENA TART-ZELVIN DIRECTOR OF UPPER SCHOOL 40.00 X 178398 0 16729 NATALIE MAST DIRECTOR OF ADMISSIONS 40.00 X 158110 0 17051 RENITA LIVOLSI DIRECTOR OF DIVERSITY AND INCLUSION 40.00 X 153000 0 19207 FRANCES YANG DIRECTOR OF CURRICULUM AND INNOV. 40.00 X 146280 0 15982 ANTHONY SABEDRA INSTRUCTOR 40.00 X 140737 0 22476 TAMMI ABAD INSTRUCTOR 40.00 X 148730 0 18515 2218209 0 218345 50 0 1 0 HINES BUILDING MANAGEMENT 91 LOST LAKE LANE CAMPBELL CA 95008 BUILDING MAINTENANCE 456186 ACRE GOURMET INC PO BOX 29116 SAN FRANCISCO CA 94129 FOOD SERVICE 437953 JOFFE EMERGENCY SERVICES PO BOX 7125 SANTA MONICA CA 90406 SECURITY AND HEALTH SERVICES 222206 MHG INC 91 LOST LAKE LANE CAMPBELL CA 95008 SECURITY OFFICE SERVICES 217064 INCLUU LLC 800 MACARTHUR BOULEVARD OAKLAND CA 94610 SURVEY CONSUTING SERVICES 139325 5 381079 2965323 213552 3346402 TUITION & FEES 611600 17020269 17020269 AUXILIARY PROGRAM REVENUE 611600 427230 427230 17447499 1407129 1407129 988424 1203749 -215325 -215325 -215325 61277 381079 130293 -69016 -69016 21916689 17447499 0 1122788 3093335 3093335 1596464 447394 757944 391126 8142405 6776610 1072332 293463 388917 288487 73091 27339 723582 536732 135987 50863 692292 509231 134803 48258 28993 28993 139229 139229 130299 130299 501305 127661 361421 12223 62359 62359 217555 95287 57399 64869 202736 188690 11286 2760 2110204 1902665 179700 27839 278359 200465 52447 25447 149143 149143 1126755 1048691 62725 15339 224036 208514 12472 3050 FOOD AND SNACKS 1117773 826209 217360 74204 CHILDCARE & AFTERSCHOOL 199664 199664 STUDENT ACTIVITIES 115997 115997 CURRICULUM MATERIALS 68055 68055 632303 410396 221907 21941760 17044083 3576631 1321046 6291406 1020068 1728580 419568 493562 293350 7059920 7538825 109807 299568 43835777 18656394 26226637 25179383 25448147 32667452 6343915 8275146 73701974 75693360 1675879 1911238 14291342 14854631 5973173 5793893 21940394 22559762 X 41208228 43019370 10553352 10114228 51761580 53133598 73701974 75693360 -25071 1397089 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22825225 345332 2167526 1084000 24254083 27520873 321957 -4383950 633655 22825225 21815996 325443 6209434 830000 27520873 20906078 1265622 417296 773000 21815996 19235431 1338934 1021713 690000 20906078 0.73010 0.26990 0.00000 0 0 1443556 1443556 39377591 15978646 23398945 2581470 2376498 204972 433160 301250 131910 25179383 CANYON VALUE REALIZATION FUND LTD. 314895 F TACONIC OPPORTUNITY OFFSHORE FUND, LTD. 300524 F BLACKSTONE PARTNERS OFFSHORE FUND LTD. 2055584 F CCI CORE BOND FUND 5469658 F CANTERBURY PC FUND III 134485 F 8275146 X 19998530 1397089 -3184949 -1787860 21786390 130299 130299 21916689 18626512 0 18626512 130299 3184949 3315248 21941760 PART V, LINE 4: THE SCHOOL INTENDS TO USE ITS ENDOWMENT EARNINGS TO SUPPORT ITS PROGRAMS. BURKE'S STRATEGI C PLAN, AVAILABLE ON ITS WEB SITE, AS ITS FIRST GOAL STATES: "BURKE'S WILL BUILD AN INNOVATIVE AND TRANSFORMATIVE EDUCATIONAL ENVIRONMENT SO THAT STUDENTS THRIVE AS LEARNERS, DEVELOP A STRONG SENSE OF SELF, CONTRIBUTE TO COMMUNITY AND FULFILL THEIR POTENTIAL." IT CONTINUES: "BURKE'S WILL ENHANCE SOCIAL/EMOTIONAL, MULTICULTURAL AND SERVICE-LEARNING CURRICULUMS THAT CELEBRATE AND DEVELOP EACH GIRL'S SENSE OF SELF AND PLACE IN THE BURKE'S COMMUNITY AND IN THE WORLD BEYOND THE GATES OF THE SCHOOL. BURKE'S WILL CREATE A DIVERSITY TASK FORCE TO RESEARCH AND DEVELOP A THREE-PRONGED APPROACH OF RECRUITMENT, ENROLLMENT, AND INCLUSION TO ENSURE THAT THE SCHOOL CONTINUES TO REFLECT THE RICH DIVERSITY OF THE BAY AREA IN THE STUDENT BODY, FACULTY AND STAFF." PART X, LINE 2: THE SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE SERVICE CODE SECTION 501(C)(3) AND THE CALIFORNIA REVENUE AND TAXATION CODE. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE RECLASSIFIED TO EXPENSES -3,093,335. PARENTS ASSOCIATION EXPENSES -91,614. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE RECLASSIFIED TO EXPENSES 3,093,335. PARENTS ASSOCIATION EXPENSES 91,614. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE NON-DISCRIMINATORY NOTICE IS PUBLISHED ON THE SCHOOL'S WEBSITE. FESTIVAL 107522 98033 9489 10500 42850 8938 32222 BENEFIT AUCTION 334834 283046 51788 3988 1565 8739 750 20741 442356 381079 61277 3988 12065 51589 9688 52963 130293 -69016 1 FINANCIAL ASSISTANCE 107 3093335 0 PART I, LINE 2: KATHERINE DELMAR BURKE SCHOOL OFFERS NEED-BASED FINANCIAL ASSISTANCE. NEED-BASED FINANCIAL ASSISTANCE IS THE DIFFERENCE BETWEEN A FAMILY'S RESOURCES AND THE COST OF A STUDENT'S EDUCATIONAL EXPENSES. BURKE'S AND OTHER INDEPENDENT SCHOOLS USE THE PARENTS' FINANCIAL STATEMENT (PFS) FROM THE TADS (TUITION AID DATA SERVICES) TO PERFORM A STANDARDIZED CALCULATION TO DETERMINE NEED. RECORDS ARE MAINTAINED ON ALL FINANCIAL ASSISTANCE APPLICATIONS AND FUNDS AWARDED TO STUDENTS. X X 0 0 X X X X 0 0 0 0 0 0 0 0 0 MICHELE WILLIAMS HEAD OF SCHOOL 330000 0 0 0 294664 0 15250 0 20692 0 660606 0 0 0 PATRICIA NEVILLE DIRECTOR OF FINANCE & OPERATIONS 234790 0 0 0 0 0 11740 0 12601 0 259131 0 0 0 ALICE MOORE DIRECTOR OF LOWER SCHOOL 229500 0 0 0 0 0 11475 0 14652 0 255627 0 0 0 YUKIKO MEADOWS DIRECTOR OF ADVANCEMENT 204000 0 0 0 0 0 10200 0 11775 0 225975 0 0 0 SHEENA TART-ZELVIN DIRECTOR OF UPPER SCHOOL 178398 0 0 0 0 0 8920 0 7809 0 195127 0 0 0 NATALIE MAST DIRECTOR OF ADMISSIONS 158110 0 0 0 0 0 7906 0 9145 0 175161 0 0 0 RENITA LIVOLSI DIRECTOR OF DIVERSITY AND INCLUSION 153000 0 0 0 0 0 7650 0 11557 0 172207 0 0 0 TAMMI ABAD INSTRUCTOR 148730 0 0 0 0 0 7436 0 11079 0 167245 0 0 0 ANTHONY SABEDRA INSTRUCTOR 140737 0 0 0 0 0 6788 0 15688 0 163213 0 0 0 FRANCES YANG DIRECTOR OF CURRICULUM AND INNOV. 146280 0 0 0 0 0 2860 0 13122 0 162262 0 0 0 PART I, LINE 1A THE SCHOOL HAS A HOUSE SPECIFICALLY FOR THE PURPOSE OF PROVIDING HOUSING FOR THE HEAD OF SCHOOL. THE HEAD OF SCHOOL IS REQUIRED TO USE THIS HOUSE FOR ENTERTAINING BOARD MEMBERS, EMPLOYEES, ALUMNI, AND DONORS OF THE SCHOOL. HER PERSONAL USE OF THE PROPERTY IS REPORTED AS TAXABLE INCOME EACH YEAR BASED ON AN ANNUAL ASSESSMENT OF THE PROPERTY'S FAIR MARKET VALUE. THE HEAD OF SCHOOL HAS AN EMPLOYMENT CONTRACT WHICH PROVIDES FOR GROSSED-UP TUITION REIMBURSEMENT PAYMENTS AND A RESIDENCE FOR PERSONAL USE. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 13067RBD4 2010-11-17 10185000 REFINANCE 0 0 0 A 4206859 10118798 118798 10000000 2010 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 1 0 1 JPMORGAN CHASE 27.000000000000 0 1 0 0 0 A 1 56971 TUITION ASSISTANCE FINANCIAL AID X 8 213552 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER REFLECTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE AND OPERATIONS AND THE CONTROLLER FOWARD A COMPLETE COPY OF THE FORM 990 TO THE TREASURER OF THE BOARD OF TRUSTEES AND THE HEAD OF SCHOOL FOR THEIR REVIEW PRIOR TO FILING. ANY QUESTIONS ARE ADDRESSED BY THE DIRECTOR OF FINANCE AND OPERATIONS, CONTROLLER, AND/OR THE ACCOUNTING FIRM. QUESTION 11A OF PART VI IS MARKED "NO". THE FORM 990 REVIEWED AND APPROVED BY EACH BOARD MEMBER DURING THE ANNUAL PROCESS DID NOT HAVE THE SCHEDULE B DUE TO THE SENSITIVITY OF THE INFORMATION ON THE SCHEDULE. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE SCHOOL'S CONFILICT OF INTEREST POLICY IS MONITORED AND REVIEWED BY THE BOARD OF TRUSTEES. POLICY IS APPLIED TO ALL TRUSTEES AND EMPLOYEES. EACH VOTING MEMBER OF THE BOARD OF TRUSTEES COMPLETES AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. CONFLICTS ARE DISCUSSED WITH THE COMMITTEE CHAIR OR EXECUTIVE COMMITTEE. CONFLICTS ARISING FROM DISCLOSURE REQUIREMENTS ARE DOCUMENTED ON THE DISCLOSURE FORM. INDIVIDUALS WITH CONFLICTS ARE RECUSED FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION TO THE HEAD OF SCHOOL AND OTHER KEY MANAGEMENT EMPLOYEES IS BENCHMARKED TO OTHER K-8 INDEPENDENT SCHOOLS OF SIMILAR SIZE IN THE SAN FRANCISCO BAY AREA. DATA IS USED FROM THREE SOURCES: (1) FEDERAL FORM 990 (2) STATISTICS FROM NAIS (NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS) (3) STATISTICS FROM ISBOA (INDEPENDENT SCHOOLS BUSINESS OFFICERS ASSOCIATION). THE BOARD PERFORMS A FORMAL ASSESSMENT OF THE HEAD'S PERFORMANCE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990 (PUBLIC VERSION) AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC 6104(D).